NETWEALTH

Financial planning

Netwealth CEO, Matt Heine, has identified financial advice as one of six areas he believes will be beneficiaries of the growth in artificial intelligence....

Financial planning

The platform has reported outflows of $2.6 billion in September, which it has chalked up to cyclical challenges in the macro-economic environment. ...

Financial planning

After a period of consolidation, platform experts are considering whether the market will now see the beginning of new entrants joining the space....

Financial planning

The extension of the APRA performance test to trustee-directed products could lead to difficult conversations for advisers if tax events mean their clients are unable to ...

People & Products

While retail market leaders like Insignia had moderate increases, there were at least five platforms with significant rises in the last financial year, including BT’s $3...

Financial planning

Just 11 per cent of financial advice firms have trialled the use of artificial intelligence in their businesses, but half say they are ‘AI interested’, according to Netwe...

Funds management

Five major platforms have reported significant growth in funds under administration in the last financial year and have carved out ambitious new targets moving forward....

People & Products

Announcing record profits of $67.2 million and an increased market share of 6.7 per cent, the firm intends to relaunch an upgraded Core product in September targeting cos...

People & Products

There are three standout platforms dominating the advice market, based on feedback to Adviser Ratings, as the shrinking pool of advisers become a powerful arbiter....

Financial planning

Reporting its quarterly results for the three months to 30 June, the firm said it has seen funds under administration increase by $4.4 billion although outflows remain at...

Funds management

New data has revealed that while more Australians are investing responsibly, those who are sceptical of ESG have hardened their stance....

Funds management

The naming of ESG funds could be a hindrance to flows as growing regulatory enforcement action against greenwashing prompts investors to seek out those funds that “fly un...

Financial planning

Female investors hold different financial drivers, beliefs and goals than their male counterparts, which need to be unpacked for a successful adviser-client relationship...

Editorial

As women’s investment behaviour continues to evolve, industry professionals argue that financial advisers are missing out on a promising group of clients....

Policy & Regulation

Financial services firms were among seven entities reviewed by the regulator as part of its work to develop corporate guidance for whistleblower protection....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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